Kathryn Majewski

ACORNS

Colorado Springs, CO

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CRD#: 6576083

Professional summary

Kathryn Majewski, who also goes by Kaiti Marie Jolly, Kathryn Marie Jolly, Kathryn Marie Majewski, is a registered financial advisor currently at ACORNS located in Colorado Springs, Colorado and ACORNS SECURITIES, LLC located in Irvine, California.

Kathryn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Kathryn has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kaiti Marie Jolly | Kathryn Marie Jolly | Kathryn Marie Majewski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kathryn Majewski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 20, 2021 - Present

ACORNS

RIA

CRD#: 165926

Colorado Springs, CO

Current

December 20, 2021 - Present

ACORNS SECURITIES, LLC

Office #1: 5300 California Avenue, Irvine, CA 92617

CRD#: 168172

Irvine, CA

Past

October 18, 2021 - November 26, 2021

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

Colorado Springs, CO

Past

October 18, 2021 - November 26, 2021

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

December 20, 2016 - November 10, 2021

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

COLORADO SPRINGS, CO

Past

July 20, 2016 - November 10, 2021

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

COLORADO SPRINGS, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACORNS

ACORNS | ACORNS ADVISERS, LLC

CRD#: 165926 / SEC#: 801-78602

RIA

Registered Investment Advisory firm - (9/23/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(12/20/2021)

Alaska
(12/20/2021)

Arizona
(12/20/2021)

Arkansas
(12/20/2021)

California
(12/20/2021)

Colorado
(12/20/2021)

IAR

Colorado
(12/20/2021)

Connecticut
(12/20/2021)

Delaware
(12/20/2021)

District of Columbia
(12/20/2021)

Florida
(12/20/2021)

Georgia
(12/20/2021)

Hawaii
(12/20/2021)

Idaho
(12/20/2021)

Illinois
(12/20/2021)

Indiana
(12/20/2021)

Iowa
(12/20/2021)

Kansas
(12/20/2021)

Kentucky
(12/20/2021)

Louisiana
(12/20/2021)

Maine
(12/20/2021)

Maryland
(12/20/2021)

Massachusetts
(12/20/2021)

Michigan
(12/20/2021)

Minnesota
(12/20/2021)

Mississippi
(12/20/2021)

Missouri
(12/20/2021)

Montana
(12/20/2021)

Nebraska
(12/20/2021)

Nevada
(12/20/2021)

New Hampshire
(12/20/2021)

New Jersey
(12/20/2021)

New Mexico
(12/20/2021)

New York
(12/20/2021)

North Carolina
(12/20/2021)

North Dakota
(12/20/2021)

Ohio
(12/20/2021)

Oklahoma
(12/20/2021)

Oregon
(12/20/2021)

Pennsylvania
(12/20/2021)

Puerto Rico
(12/20/2021)

Rhode Island
(12/20/2021)

South Carolina
(12/20/2021)

South Dakota
(12/20/2021)

Tennessee
(12/20/2021)

Texas
(12/20/2021)

Utah
(12/20/2021)

Vermont
(12/20/2021)

Virgin Islands
(12/20/2021)

Virginia
(12/20/2021)

Washington
(12/20/2021)

West Virginia
(12/20/2021)

Wisconsin
(12/20/2021)

Wyoming
(12/20/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/28/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/29/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/11/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/20/2016

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/20/2020

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ACORNS

ACORNS | ACORNS ADVISERS, LLC

CRD#: 165926 / SEC#: 801-78602

RIA

Registered Investment Advisory firm - (9/23/2013 Approved)

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Contact information

Main Address

5300 California Avenue, Irvine, CA 92617

Mailing Address

Phone number

(855) 739-2859

Established

Firm type

Fiscal year end

# of Employees

305

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACORNS ADVISERS, LLC WRAP FEE PROGRAM BROCHURE, NOVEMBER 2025 (11/13/2025)

Regulatory assets under management

Total Number of Accounts	4,813,137
AUM (Assets Under Management)	$ 10,380,859,924

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2025	Cover Page	Report
11/28/2023	Cover Page	Report
04/24/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Kathryn Majewski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kathryn Majewski's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACORNS SECURITIES, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ACORNS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2016

Series 63

Date: 7/29/2016

SIE

Date: 10/1/2018

Series 7

Date: 10/11/2016

Series 6

Date: 7/20/2016

Series 24

Date: 8/20/2020

FINRA

Current Firm

ACORNS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ACORNS

TRUST BUT VERIFY

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